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A break down of all Click Paths for the Revenue Cloud SDO
Composer
ID
Persona
Solution
Click Path
Screenshot
Conga Solution Walkthrough
1
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1.1
Sales
Quote
Smartbytes Org - Navigate to the Revenue Cloud App
Click Accounts and begin with the Ohana Inc. Account
Select an Opportunity
Select or create a Quote
Click "Generate Quote" in the Conga Document Generation Lightning Component
Click Accounts and begin with the Ohana Inc. Account
Select an Opportunity
Select or create a Quote
Click "Generate Quote" in the Conga Document Generation Lightning Component
Click to add an image
1.2
Sales
Quote
Click the "Related" tab from the Quote
Select "Salesforce Files" and open up the quote you just created
Select "Salesforce Files" and open up the quote you just created
2.1
Finance
Invoice
Smartbytes Org - Navigate to the Revenue Cloud App
Click Accounts and begin with the Ohana Inc. Account
Select an Invoice record
Click "Generate Invoice" button
Click Accounts and begin with the Ohana Inc. Account
Select an Invoice record
Click "Generate Invoice" button
2.2
Finance
Invoice
On the Invoice, scroll down to see "Salesforce Files"
Select and open up the Invoice you just created
Select and open up the Invoice you just created
3.1
Sales Ops
Quote w/Terms
QUOTE
From the Revenue Cloud App select a Quote record
From the Revenue Cloud App select a Quote record
3.2
Sales Ops
Quote w/Terms
ADD CLAUSE BUNDLE
Click "Select Clause Bundle" from the Conga Agreement Actions Lightning Component
Select the Terms and Conditions Bundle and click Save
Click "Select Clause Bundle" from the Conga Agreement Actions Lightning Component
Select the Terms and Conditions Bundle and click Save
3.3
Sales Ops
Quote w/Terms
CLAUSES
Under the Agreement tab you'll see the new clauses added
Under the Agreement tab you'll see the new clauses added
3.4
Sales Ops
Quote w/Terms
GENERATE AGREEMENT
Click the "Generate Agreement" button in the lightning component to create the Quote with Terms document
Click the "Generate Agreement" button in the lightning component to create the Quote with Terms document
Sales Ops or Legal
Quote w/Terms
SEND FOR NEGOTIATION
Click Send for Negotiation from the Agreement Actions lightning component
Preview the Recipients
Select an email template
Click Send
Click Send for Negotiation from the Agreement Actions lightning component
Preview the Recipients
Select an email template
Click Send
Legal
Quote w/Terms
OR INTERNAL REVIEW
Click "View Redlines" from the lighting component
Click "Open in Word" button
Edit the Agreement Terms from Microsoft Word
Click the save icon at the top of Microsoft Word
Click "View Redlines" from the lighting component
Click "Open in Word" button
Edit the Agreement Terms from Microsoft Word
Click the save icon at the top of Microsoft Word
Legal
Quote w/Terms
TRUE-UP
Click the "True-Up" button while in "View Redlines"
For each change you will need to click Skip, Save or Save and Continue to reconcile the data
One you've completed each card navigate back to the Quote
Click the "True-Up" button while in "View Redlines"
For each change you will need to click Skip, Save or Save and Continue to reconcile the data
One you've completed each card navigate back to the Quote
Sales Ops
Quote w/Terms
VERIFY CHANGES
Back on the Quote verify and field updates
Verify clause updates
Back on the Quote verify and field updates
Verify clause updates
Sales Ops
Quote w/Terms
SEND FOR SIGNATURE
Click the "Send Final Agreement" button from the lightning component
Verify recipients and click Preview and Tag button
Click the "Send Final Agreement" button from the lightning component
Verify recipients and click Preview and Tag button
Sales Ops
Quote w/Terms
PREVIEW AND TAG
The document is pre-tagged but you can add an additional tag manually if you choose. Let's add an initial
Drag and drop the Initial tag anywhere on the document
Click Send
The document is pre-tagged but you can add an additional tag manually if you choose. Let's add an initial
Drag and drop the Initial tag anywhere on the document
Click Send
Customer
Quote w/Terms
SIGN
Conga Sign has sent an email to the user to review and Sign. Sign the document
You have completed the Negotiation and Sign example
Conga Sign has sent an email to the user to review and Sign. Sign the document
You have completed the Negotiation and Sign example
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